Texas Yale Capital Corp’s IBM IBM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.19M | Hold |
7,446
| – | – | 0.07% | 176 |
|
|
2025
Q1 | $1.85M | Hold |
7,446
| – | – | 0.08% | 194 |
|
|
2024
Q4 | $1.64M | Hold |
7,446
| – | – | 0.07% | 204 |
|
|
2024
Q3 | $1.65M | Hold |
7,446
| – | – | 0.07% | 206 |
|
|
2024
Q2 | $1.29M | Hold |
7,446
| – | – | 0.06% | 225 |
|
|
2024
Q1 | $1.42M | Hold |
7,446
| – | – | 0.06% | 220 |
|
|
2023
Q4 | $1.22M | Hold |
7,446
| – | – | 0.06% | 224 |
|
|
2023
Q3 | $1.04M | Sell |
7,446
-220
| -3% | -$30.9K | 0.05% | 222 |
|
|
2023
Q2 | $1.03M | Buy |
7,666
+3,617
| +89% | +$484K | 0.05% | 242 |
|
|
2023
Q1 | $531K | Hold |
4,049
| – | – | 0.03% | 315 |
|
|
2022
Q4 | $570K | Buy |
4,049
+13
| +0.3% | +$1.83K | 0.03% | 312 |
|
|
2022
Q3 | $480K | Buy |
4,036
+362
| +10% | +$43.1K | 0.03% | 317 |
|
|
2022
Q2 | $519K | Hold |
3,674
| – | – | 0.03% | 302 |
|
|
2022
Q1 | $478K | Hold |
3,674
| – | – | 0.03% | 322 |
|
|
2021
Q4 | $491K | Buy |
3,674
+819
| +29% | +$109K | 0.03% | 325 |
|
|
2021
Q3 | $379K | Hold |
2,855
| – | – | 0.02% | 348 |
|
|
2021
Q2 | $400K | Hold |
2,855
| – | – | 0.02% | 342 |
|
|
2021
Q1 | $364K | Hold |
2,855
| – | – | 0.02% | 339 |
|
|
2020
Q4 | $344K | Buy |
2,855
+236
| +9% | +$28.4K | 0.02% | 346 |
|
|
2020
Q3 | $305K | Hold |
2,619
| – | – | 0.02% | 347 |
|
|
2020
Q2 | $302K | Sell |
2,619
-159
| -6% | -$18.3K | 0.02% | 350 |
|
|
2020
Q1 | $295K | Sell |
2,778
-523
| -16% | -$55.5K | 0.03% | 335 |
|
|
2019
Q4 | $423K | Hold |
3,301
| – | – | 0.03% | 345 |
|
|
2019
Q3 | $459K | Hold |
3,301
| – | – | 0.03% | 335 |
|
|
2019
Q2 | $435K | Sell |
3,301
-3,337
| -50% | -$440K | 0.03% | 347 |
|
|
2019
Q1 | $896K | Buy |
6,638
+3,321
| +100% | +$448K | 0.04% | 335 |
|
|
2018
Q4 | $360K | Sell |
3,317
-1,935
| -37% | -$210K | 0.03% | 340 |
|
|
2018
Q3 | $759K | Buy |
5,252
+3
| +0.1% | +$434 | 0.06% | 266 |
|
|
2018
Q2 | $701K | Sell |
5,249
-598
| -10% | -$79.9K | 0.06% | 265 |
|
|
2018
Q1 | $858K | Buy |
5,847
+1,440
| +33% | +$211K | 0.07% | 238 |
|
|
2017
Q4 | $646K | Buy |
4,407
+3
| +0.1% | +$440 | 0.06% | 283 |
|
|
2017
Q3 | $611K | Buy |
4,404
+3
| +0.1% | +$416 | 0.05% | 295 |
|
|
2017
Q2 | $647K | Buy |
4,401
+604
| +16% | +$88.8K | 0.06% | 283 |
|
|
2017
Q1 | $632K | Buy |
3,797
+2
| +0.1% | +$333 | 0.06% | 278 |
|
|
2016
Q4 | $602K | Buy |
3,795
+2
| +0.1% | +$317 | 0.06% | 279 |
|
|
2016
Q3 | $576K | Sell |
3,793
-2,612
| -41% | -$397K | 0.06% | 277 |
|
|
2016
Q2 | $929K | Buy |
6,405
+2
| +0% | +$290 | 0.09% | 203 |
|
|
2016
Q1 | $927K | Buy |
6,403
+2,619
| +69% | +$379K | 0.1% | 194 |
|
|
2015
Q4 | $498K | Buy |
3,784
+3
| +0.1% | +$395 | 0.05% | 298 |
|
|
2015
Q3 | $524K | Buy |
3,781
+3
| +0.1% | +$416 | 0.05% | 295 |
|
|
2015
Q2 | $588K | Sell |
3,778
-70
| -2% | -$10.9K | 0.05% | 295 |
|
|
2015
Q1 | $591K | Buy |
3,848
+75
| +2% | +$11.5K | 0.05% | 300 |
|
|
2014
Q4 | $579K | Sell |
3,773
-3,214
| -46% | -$493K | 0.05% | 292 |
|
|
2014
Q3 | $1.27M | Sell |
6,987
-453
| -6% | -$82.2K | 0.12% | 128 |
|
|
2014
Q2 | $1.29M | Buy |
7,440
+2
| +0% | +$347 | 0.16% | 124 |
|
|
2014
Q1 | $1.37M | Buy |
7,438
+2,354
| +46% | +$433K | 0.19% | 109 |
|
|
2013
Q4 | $912K | Sell |
5,084
-1,943
| -28% | -$349K | 0.14% | 130 |
|
|
2013
Q3 | $1.24M | Buy |
7,027
+964
| +16% | +$171K | 0.21% | 105 |
|
|
2013
Q2 | $1.11M | Buy |
+6,063
| New | +$1.11M | 0.19% | 110 |
|